CloudZero

NOVEMBER 22, 2021

Cloud financial management has become an increasingly sophisticated business function over the past few years, far beyond what many cloud stakeholders anticipated. As a result, many companies are unable to monitor and allocate cloud costs accurately.

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FinOps FinOps 105

SMB Accounting and Consulting

NOVEMBER 4, 2021

Income but no cash?! How does that happen?? How could a business be making money according to their profit and loss but have no money… or even worse, negative cashflow? This answer can vary depending on whether the company’s books are kept on a cash basis or accrual basis, but the general premise is the same. A company pays cash for things that don’t show up on the profit and loss.

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IPS

NOVEMBER 3, 2021

The benefits of the SAP Ariba/Digital Supplier Network (DSN) are tantalizing:

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AP Invoice Processing Accounts Payable Accounts Payable 83

Oversight

NOVEMBER 30, 2021

One of the most effective and intimidating advancements in finance is the adoption of artificial intelligence (AI) to transform the industry with streamlined processes. As technology continues to advance, there seems to be a growing fear that AI will replace humans in every conceivable professional field.

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Speaker: Michael Veatch, Senior Director, Implementations & Ella Aguirre, Director of Solution Consulting

Embedding payments can be a transformative step for software companies looking to enhance their platform capabilities, boost customer satisfaction, and drive long-term growth. However, the success of payments hinges on a single thing: implementation. Drawing on real-world insights and experiences, payments implementation experts Michael Veatch and Ella Aguirre will explore actionable strategies that can lead to a transparent, friction-free launch and mitigate potential challenges like technical

Billah and Associates

NOVEMBER 25, 2021

Indeed, tax season is an overwhelming time for both the taxpayers and bookkeepers who help in planning for the season. Everybody realizes that when the clock strikes close to January, then, at that point, taxation services in Etobicoke , are toward the back of each entrepreneur and salaryman’s mind. The staggering amount of desk work, severe cutoff times, a colossal number of rules and dread of not knowing the amount you owe is getting heavy on taxpayers all day long.

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Dext

NOVEMBER 24, 2021

AMLB found Dext in 2019 and since then has deployed out to a wide variety of clients to support their accounting and bookkeeping work. With Dext, AMLB is able to create an optimized workflow and centralized experience for all of their clients. Download the case study to find out more.

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SMB Accounting and Consulting

NOVEMBER 17, 2021

Almost every business has some sort of payroll to pay their employees. Payroll can become much more complicated than some assume and it often has a substantial impact on financial results. The largest expense for many businesses is their labor expense, yet it’s often the most misunderstood. One of the most common errors is derived from posting expenses as cash comes out of the bank.

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Stephanie Peterson

NOVEMBER 14, 2021

You Have Transactions Not Categorized If your books contain uncategorized transactions, your financial reports will not be accurate. Often, you will find these transactions labeled as Uncategorized Income and Uncategorized Expenses in QuickBooks. Any transactions that are not classified must be done before your taxes are filed to ensure accuracy. Your Accounts Aren't Reconciled It is crucial to make sure accounts are reconciled before filing your taxes.

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Virtual Bookkeeping Tax QuickBooks Reconciling 52

AvidXchange

NOVEMBER 11, 2021

Jeff Gross, co-founder of organic cleaning products manufacturer Organically Maid , has enjoyed a new way to dramatically cut the time it takes to get paid by one of his customers. After his customer approves a payment for Organically Made, Jeff receives his funds in just three business days via AvidPay Direct , an enhanced direct deposit offering provided by AvidXchange.

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Oversight

NOVEMBER 11, 2021

If you’re lucky enough to be in charge of an organization’s finances, you’ve had your share of headaches. Perhaps none have been as pervasive as the last few years, however. Pandemic notwithstanding, the role of the Chief Financial Officer has changed. This week’s Fortune declared that CFO’s “ can’t hide from tech.” We agree.

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Speaker: Amanda Adams, Fractional CFO, CPA

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.

Accounting

Dext

NOVEMBER 24, 2021

For Pancreatic Cancer Canada and AMLB, Dext has provided a massive boost in efficiency to their workflows allowing them to spend less time on their finances and more time achieving their goals. Download the case study and watch the above video to find out how.

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CloudZero

NOVEMBER 19, 2021

According to Amazon , On-Demand Instances are best reserved for short-term processes with uneven workloads that cannot be interrupted. This might partly explain why such EC2 instances are exceedingly popular with AWS users.

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SLC Bookkeeping

NOVEMBER 4, 2021

The majority of business owners are trying to grow, right? And they will give all sorts of reasons for why they aren't achieving their growth goals. The most common excuses I hear for coming up short on business goals are the lack of time and money. But is lack of time and money really holding you back? Or is it the ability to develop a strategy, and the confidence to execute that strategy?

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IPS

NOVEMBER 17, 2021

The operational and strategic benefits of invoice-to-pay automation are proven.

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Invoicing Invoice Processing Accounts Payable Accounts Payable 73

Speaker: Abdi Ali, Sr. Lease Accounting Consultant

Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets. Learn how these tools, while useful, can sometimes lead to inefficiencies that affect your time, resources, and peace of mind.

Accounting

AvidXchange

NOVEMBER 10, 2021

This article, written by AvidXchange’s own Brian Thayer, is an excerpt from our recent eBook “Expert Insights: The New State of Real Estate,” available for download here. Soon after the pandemic started in the United States in 2020, many businesses rapidly sent their employees to work at home. The situation was urgent. There was very little time for companies to study the technology needed to pay bills on time and make sure their employees remained productive.

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Brigade

NOVEMBER 17, 2021

As of today, we have a new day and an elevated mission. We are now “Brigade” and I could not be more excited!

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Dext

NOVEMBER 24, 2021

About Lucent Advisory Lucent Advisory, based in Adelaide, offers a wide-range of services including bookkeeping, tax, advisory, CFO support, payroll and HR.

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CloudZero

NOVEMBER 10, 2021

FP&A is a strategic part of the finance organization and has the potential to drive important business outcomes. When done right, it can have a major positive impact on the future of the business. When done poorly, it can slow a company down.

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Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid. Learning Objectives: This course objective is to understand how to properly prepare and review balance sheet reconciliations and its impact on the financial statements.

Financial Statements

OSYB

NOVEMBER 30, 2021

There’s no denying that effective bookkeeping is a vital aspect of any business aspiring to run as efficiently as possible. In order to accomplish this, there are two common routes: Spend the time recruiting and hiring an in-house bookkeeper with the necessary skills and experience Use professional bookkeeping services to handle your books The in-house method is often the most common.

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Bookkeeping Side Hustle

NOVEMBER 26, 2021

Xenett Autoreview, An Intelligent Clean-up Tool for Accountants and Bookkeepers Register for this demo with Xenett, an intelligent clean up tool for accountants and bookkeepers. Come with your questions! Be sure to register for the prize giveaway. Related Articles Ready to start your virtual bookkeeping journey? Get the Bookkeeping Side Hustle Guidebook.

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Virtual Bookkeeping Bookkeeping Accounting Accounting 40

AvidXchange

NOVEMBER 3, 2021

Here at AvidXchange, we want to help your accounts payable (AP) team avoid making duplicate payments — a significant industry problem. With this goal in mind, we’re sharing insights that one of our principal solutions consultants, Rhonda Greene, offered during our recent REVx 2021 event. She explained what duplicate payments are, outlined the scope of these headaches and taught us how to prevent them, as well as associated fraudulent attacks.

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Cloud Accounting Podcast

NOVEMBER 26, 2021

Sponsors Rewind: [link] CenterCard: [link] Client Hub: [link] Need CPE? Subscribe to the Earmark Accounting Podcast: [link] Get CPE for listening to podcasts with Earmark CPE: [link] Show Notes 3:57 – SPACs Headed for New Wave of Restatements for Accounting Errors [link] 5:57 – Senators Question Commissioner About Company Offering Fee-Based Access to IRS Phone Lines [link] 11:55 – Opinion | IRS reform will generate a lot more revenue than the CBO thinks - The Washington Post [link] 14:17

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Speaker: David Warren and Kevin O’Neill Stoll

Transitioning to a usage-based business model offers powerful growth opportunities but comes with unique challenges. How do you validate strategies, reduce risks, and ensure alignment with customer value? Join us for a deep dive into designing effective pilots that test the waters and drive success in usage-based revenue. Discover how to develop a pilot that captures real customer feedback, aligns internal teams with usage metrics, and rethinks sales incentives to prioritize lasting customer eng

Earmark Accounting Podcast

NOVEMBER 22, 2021

Our Sponsor To learn more about how Practice Ignition can help your firm eliminate accounts receivable and for 50% off your first three months, visit [link] Our Guest Josh Lance, CPA, CGMA on Linkedin: [link] Joshua Lance, CPA, CGMA, shares his best practices for selling advisory as part of your accounting firm's services. Learn how to extract the value of advisory services you're already providing on an ad hoc basis by formalizing the advisory relationship as part of a subscription offering.

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CloudZero

NOVEMBER 1, 2021

For any company working in the cloud or using managed cloud services to create products, cloud costs represent a significant expense. If you lead an engineering team, you may have to defend your bill to your CEO or CFO.

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IMA's Count Me

NOVEMBER 21, 2021

Email: heatherp@heatherpsolutions.com Linkedin: [link] Design your hybrid/remote work experience: [link] Train your new/first-time managers to lead hybrid and remote teams: [link] FULL EPISODE TRANSCRIPT Mitch: (00:05) Welcome back to Count Me In. Here with you again is your host Mitch Roshong and this is episode 153 of IMA's podcast series.

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Accounting Accounting 40

Dext

NOVEMBER 3, 2021

Our CEO, Adrian Blair, interviewed Apple co-founder and general all round good guy, Steve Wozniak. They spoke about how accountants & bookkeepers can align with the digital age and be the human focal point which tech can never replace.

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Speaker: Mark Stovel

When it comes to automating, many firms focus on finding the latest tech, believing that efficiency is something achieved through new tools. Yet true efficiency is achieved by delivering real value to clients, not merely by upgraded systems. Without a clear approach, no level of automation can overcome the complexities of serving every client’s needs.

NACM

NOVEMBER 24, 2021

Another factor will soon further complicate the global supply chain crisis and international trade—new harmonized system numbers (known as HS codes). HS codes are the global standard for classifying goods in international trade. Starting Jan. 1, more than 350 global HS codes will be updates and roughly 1,500 U.S. tariff codes will also be chan.

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Cloud Accounting Podcast

NOVEMBER 19, 2021

Sponsors Fyle: [link] Rewind: [link] Reach Reporting: [link] Need CPE? Subscribe to the Earmark Accounting Podcast: [link] Get CPE for listening to podcasts with Earmark CPE: [link] Show Notes 2:43 – Our takeaways from Sage Transform, and news on upcoming CAP bonus interviews from the conference! 5:32 – Intacct and ADP Partner to Streamline Back-office Processes for Midsized Companies [link] 8:02 – A little compare and contrast of NetSuite, and Sage Intacct 10:28 – Some thoughts on Sage

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Earmark Accounting Podcast

NOVEMBER 15, 2021

Our Guest Charles Weinstein, CEO @ Eisner Advisory Group LLC [link] Charly Weinstein, CEO at EisnerAmper, discusses why his firm decided to split off audit into a separate CPA firm while also taking on private equity investment in a new, non-CPA entity that will offer tax and consulting services. While the alternative practice structure is not new, could this be the beginning of a new trend in PE investment in CPA firms?

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CloudZero

NOVEMBER 1, 2021

For any company working in the cloud or using managed cloud services to create products, cloud costs represent a significant expense. If you lead an engineering team, you may have to defend your bill to your CEO or CFO.

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Billing 98

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Setting the stage for successful organizational change always begins with clear, thoughtful communication. When it comes to rolling out a new travel and expense (T&E) policy, establishing a well-structured communication plan is key to ensuring that all employees understand the changes and their impact. By following a step-by-step approach, you can guide your organization through the transition, fostering smooth adoption from the outset and improving compliance.